J.P. Morgan Private Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,586,920
| Closed | -$17.4M | – | 1636 |
|
|
2018
Q3 | $17.4M | Buy |
1,586,920
+161,679
| +11% | +$1.78M | 0.09% | 221 |
|
|
2018
Q2 | $15.6M | Buy |
+1,425,241
| New | +$15.6M | 0.09% | 214 |
|
|
2015
Q2 | – | Sell |
-5,570
| Closed | -$201K | – | 1171 |
|
|
2015
Q1 | $201K | Hold |
5,570
| – | – | ﹤0.01% | 1041 |
|
|
2014
Q4 | $222K | Sell |
5,570
-720
| -11% | -$28.7K | ﹤0.01% | 963 |
|
|
2014
Q3 | $244K | Buy |
+6,290
| New | +$244K | ﹤0.01% | 913 |
|